Institutional & Family Asset Management’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Institutional & Family Asset Management’s Portfolio DIVO Stock Details DIVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-200	Closed	-$6K	–	836
2018 Q3	$6K	Sell	200 -100	-33%	-$2.94K	﹤0.01%	595
2018 Q2	$9K	Buy	+300	New	+$8.53K	﹤0.01%	541

Other funds holding DIVO

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AIM

Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Institutional & Family Asset Management's DIVO Position: Q4 2018 in Review

Institutional & Family Asset Management sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q4 2018, closing a stake of 200 shares — an estimated $6K sold.

Institutional & Family Asset Management first reported a position in DIVO in Q2 2018 and held it in 2 quarters. The position peaked at $9K in Q2 2018. 7 funds tracked by Wall St. Rank hold DIVO as of Q4 2018.

Institutional & Family Asset Management reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q4 2018 after selling out during the quarter.
Institutional & Family Asset Management sold 200 Amplify CWP Enhanced Dividend Income ETF shares in Q4 2018, an estimated $6K.
Institutional & Family Asset Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q2 2018 and held it in 2 quarters.
Institutional & Family Asset Management's Amplify CWP Enhanced Dividend Income ETF position peaked at $9K in Q2 2018.
7 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q4 2018.

Based on Institutional & Family Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.